How do you edit title block information in Revit?

Editing title block information in Revit involves modifying either the dynamic data displayed on the sheet or the static design and parameter links within the title block family itself.

How to Edit Title Block Information in Revit

You can edit title block information in Revit by either adjusting the parameter values directly on a sheet or within the project browser, or by modifying the title block's underlying family file. The method depends on whether you're updating dynamic project data (like sheet names or project numbers) or changing the visual layout and content of the title block itself (like adding a logo or new fields).

1. Editing Dynamic Title Block Information (Project & Sheet Parameters)

Most of the textual information displayed on a title block, such as sheet names, project numbers, author, or dates, is driven by parameters. These parameters can be edited directly within your Revit project.

Directly on the Sheet:
1. Open the sheet containing the title block you wish to modify.
2. Select the title block on the sheet.
3. In the Properties Palette, you will see various parameters listed under "Identity Data" or other categories.
4. Click on the value next to the parameter you want to change (e.g., "Sheet Name," "Sheet Number," "Checked By").
5. Enter the new information and press Enter or click outside the field. The title block will update instantly.
Through the Project Browser:
1. In the Project Browser, expand "Sheets (All)."
2. Locate the specific sheet(s) you want to edit.
3. Right-click on a sheet name and select "Properties" to open its Instance Properties. You can also select multiple sheets by holding Ctrl and clicking, then right-click > Properties to edit common parameters across them.
4. Modify the desired parameters (e.g., "Sheet Name," "Sheet Number," "Issue Date").
Using Project Information Dialog (Project-Wide Parameters):
1. Navigate to the Manage tab on the Revit ribbon.
2. In the "Settings" panel, click "Project Information".
3. In the Project Information dialog, you can edit project-wide parameters such as "Project Name," "Project Number," "Client Name," and "Project Address." These changes will propagate to all title blocks in the project that reference these parameters.

2. Modifying the Title Block Family (Static Content and Parameter Fields)

If you need to change the physical layout, add a new company logo, adjust text sizes, or include new parameter fields in your title block, you'll need to edit the title block's family file (.rfa).

There are two primary ways to access the title block family for editing:

Method 1: Editing from a Sheet (Recommended for Loaded Families)
1. Open any sheet in your project that uses the title block you want to modify.
2. Right-click the title block on the sheet.
3. From the context menu, click "Edit Family". This will open the title block's .rfa file in the Revit Family Editor.
Method 2: Opening the Family File Directly
This method is useful if the title block isn't loaded into your current project or if you're editing a source family file outside of a project context.
1. In the Revit window, click the File tab.
2. Select Open, then click Family.
3. Navigate to the location of the title block family (.rfa) file. Common locations include:
  - Revit's default content library (e.g., C:\ProgramData\Autodesk\RVT 20XX\Libraries\[Region]\Titleblocks)
  - Your firm's custom content library.
4. Select the desired .rfa file, and click Open.

Inside the Family Editor:

Once the title block family is open in the Family Editor, you can make various modifications:

Editing Static Text and Graphics:
- Select existing text elements (not linked to parameters) or images (like a company logo).
- Use the Properties Palette to change their font, size, color, or position.
- To add new static text or lines, go to the Create tab and use the Text or Line tools.
- To replace or add a new logo, use Insert tab > Image.
Modifying Parameter Labels:
- Select a text label that displays a parameter (e.g., "Sheet Number").
- On the Modify | Labels tab, click "Edit Label" to open the "Edit Label" dialog.
- Here, you can add, remove, or change which parameters are linked to this label. You can also create new labels and link them to existing project, shared, or family parameters.
- This is crucial for ensuring the title block displays the correct information from your project.
Adding New Parameter Fields:
- Go to the Create tab.
- Click Label.
- Click in the drawing area to place the label.
- In the "Edit Label" dialog, add desired parameters (e.g., a new shared parameter for "Reviewed By"). You might need to add Shared Parameters to your family first if they aren't already available.

Saving Changes and Loading into Project:

After making your desired changes in the Family Editor, click Load into Project on the Ribbon (or Load into Project and Close if you're done editing the family).
If the title block is already loaded, Revit will prompt you to overwrite the existing version and/or its parameter values. Always choose to "Overwrite the existing version" to apply your changes. You may also need to choose to overwrite existing parameter values if you've made changes that affect how parameters behave.

Best Practices for Title Block Management

Use Shared Parameters: For consistency across projects and to ensure data can be scheduled or tagged, always link title block labels to Shared Parameters for common data fields (like "Project Number," "Drawn By," "Date Issued"). Learn more about Shared Parameters in Revit.
Create a Company Standard Template: Develop a master title block family that aligns with your company's branding and information requirements.
Document Changes: Keep a record of modifications made to your standard title block families.
Backup Custom Families: Always back up your custom title block .rfa files to prevent loss of work.

Information Type	Where to Edit (Primary Location)	How to Edit (Example)
Sheet Name/Number	Sheet Properties (on sheet or in Project Browser)	Select sheet, change "Sheet Name" in Properties Palette.
Project Name/Address	Manage tab > Project Information	Open Project Information dialog, modify "Project Name."
Logo/Static Text	Title Block Family Editor (`.rfa` file)	Open family, select `Image` or `Text` elements, modify their properties.
New Parameter Field	Title Block Family Editor (`.rfa` file)	Open family, `Create` tab > `Label`, add/create Shared Parameter, then link to label.
Drawn By/Checked By	Sheet Properties or Project Information	Modify specific Sheet Parameters for "Drawn By" or "Checked By."